I created a database with two forms, but many views. Now, management wants to limit persons that can read specific document types (type is a field on the form). I added a reader field to the form; added Sharon to user field. Sharon could read no document in the database; she could see the views and categories, but not even the document with her name in the reader field.I added her to the ACL with reader access. Now, she can see all docs in the database.
It is probably something simple, but I am lost.
Basically, I want to limit reader access to documents with type = personnel. Please advise how to correct, or pursue different solution. Thanks
Subject: Problems with reader fields
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A person who has no access to the database will not be able to read any documents at all UNLESS she has the right to read public access documents and the documents are marked as available to public access users (which is how “Susan” was able to see the basic database design elements).
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A Readers-type field is restrictive. All users with Reader-level access or higher can read any document UNLESS that document has a non-empty Readers-type field. If there is a Readers-type field on the document, then only users listed in a Readers-type or Authors-type field on the document will be able to read that document. In this case, you apparently do not have a populated Readers-type field on the documents “Susan” should not be allowed to see.
Subject: RE: Problems with reader fields
I created a field named Readers; selected type = readers. I added this field to an existing form with documents already populated; and used a default value for the field. Would that make a difference? I created a new form with the same field and default value. Everything seems to work with the new documets created with the new form. However, I need the changes to the exisiting docs.
Any ideas, (besides replacing the programmer…LOL)?
Subject: RE: Problems with reader fields
You’d need to run an agent to populate the field on existing documents – or you can create a view-level action in an “all documents” view that does @Command([ToolsRefreshAllDocs]) which should force the default value from your new field.
Subject: Problems with reader fields
What code are you using to populate the field? Are you using a full name? Are you setting the IsReaders property?
When you look at the properties of a document from a view (not from an open doc), does the field show as:
SUMMARY READ-ACCESS
?